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Schwab U S Large Cap Growth ETF shares owned by Sigma Planning

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.1M 99k 92.72
2023-12-31 $2.7M 32k 82.96
2023-09-30 $5.3M 73k 72.72
2023-06-30 $4.7M 63k 74.95
2023-03-31 $12M 180k 65.17
2022-12-31 $10M 188k 55.56
2022-09-30 $9.8M 176k 55.81
2022-06-30 $11M 181k 57.99
2022-03-31 $13M 167k 74.82
2021-12-31 $27M 163k 163.75
2021-09-30 $23M 158k 148.09
2021-06-30 $9.9M 68k 145.97
2021-03-31 $8.5M 65k 129.77
2020-12-31 $6.7M 52k 128.41
2020-09-30 $5.9M 51k 115.17
2020-06-30 $5.2M 51k 101.53
2020-03-31 $4.0M 50k 79.65
2019-12-31 $4.9M 52k 92.90
2019-09-30 $4.4M 52k 84.00
2019-06-30 $4.4M 53k 83.22
2019-03-31 $3.8M 47k 79.44
2018-12-31 $1.9M 27k 68.95
2018-09-30 $2.3M 29k 82.02
2018-06-30 $2.6M 35k 75.78
2018-03-31 $2.5M 35k 71.71
2017-12-31 $2.5M 36k 70.70
2017-09-30 $2.3M 35k 66.08
2017-06-30 $2.2M 35k 63.20
2017-03-31 $2.0M 33k 60.48
2016-12-31 $1.9M 34k 55.83
2016-09-30 $1.8M 32k 55.47
2016-06-30 $1.5M 29k 52.48
2016-03-31 $1.3M 25k 52.42
2015-12-31 $1.8M 35k 52.83
2015-09-30 $1.6M 32k 49.99
2015-06-30 $1.2M 22k 53.66
2015-03-31 $1.0M 20k 53.87
2014-12-31 $905k 18k 51.81

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Ishares Tr Core Div Grwth (DGRO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Sigma Planning

Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF